Policy and research about Bank Indonesia. The publishing institution remains a separate field on every report.
MUFG keeps a cautious IDR bias, expecting USD/IDR at 18,350 in Q4 2026 and 18,500 in Q1 2027. Drivers include elevated US yields, an oil-driven trade balance squeeze, a harder Bank Indonesia trade-off and MSCI's consultation on reclassifying Indonesia from…
FX markets are caught between hot inflation, which argues for tighter Fed policy, and an AI-related tech selloff that could force a softer stance. ING expects the dollar to consolidate near recent highs, sees DXY capped at 102.40/50, and flags defensive Swiss…
Rate decisions dominate Asia's week: BSP is expected to hike 25bp due to strong September inflation, while Bank Indonesia holds at 5.75% and Bank of Korea holds at 3.0%. China's Q3 GDP is seen at 4.4% YoY, with retail sales and industrial production…
MUFG expects the Philippine central bank to raise its policy rate 25bp to 5.25% on higher oil prices and Super El Niño risk, while the Bank of Korea is seen holding at 3.00% after back-to-back hikes. Bank Indonesia is widely expected to hold at 5.75%, though…
Scotiabank's weekly preview argues Canadian core inflation remains at or above the BoC's 2% target, with traditional core running near 3% m/m SAAR for four straight months and another firm print expected, supporting the view that policy is too loose. BoC…
MUFG's Economic Monthly for September 2026 reviews ASEAN, India and Australia. Singapore's real GDP growth eased to 5.9% y/y in Q2, Indonesia to 5.3% y/y, Thailand to 1.9% y/y and the Philippines to 2.3% y/y, while Malaysia accelerated to 6.0% y/y and…
ING expects EUR/USD to stay offered in a 1.10-1.15 range into year-end as French debt concerns echo the 2018 Italian episode rather than a Greek-style default. Modest fiscal consolidation should cap the OAT-Bund spread sell-off. A hawkish September Fed and…
ING's October 2026 Asia FX outlook sees more two-way risk in USD/CNY after the pair stabilised near 6.70, with 6.67 flagged as the likely lower end of this year's range and a 6.67-6.92 band for 2026. The won stays resilient on a broadening chip export boom,…
OCBC's weekly macro view sees global demand stabilising unevenly, led by AI investment. The Fed keeps further rate hikes in play, supporting the USD but capping breakout odds, while French fiscal fears cap EUR upside. Indonesia's headline CPI rose to 3.3% YoY…
MUFG expects Asia FX to trade range-bound in the week ahead, driven by US September CPI, Treasury yields and China activity, inflation and credit data. A softer US inflation print would support high-yielding Asian currencies and help stem equity outflows,…
US equities closed mixed: S&P 500 -0.5%, Nasdaq -1.3%, Dow +0.1%, with the semiconductor index down 3.4% on AI-revenue concerns. Brent rose 4.1% above USD104/bbl and WTI 3.6% to USD91.49 on Middle East tensions, though Trump ruled out strikes on Iran before…
Scotiabank's Global Week Ahead frames the coming week around US inflation data, the start of Q3 earnings season and central bank communications at the IMF/IIF Annual Meetings in Bangkok. The bank argues the Bank of Canada should fade jobs data and concentrate…